I want to provide custom information to a bulk list of recipients. I can put the bulk information into the CSV file but how do I identify the information in the template?
i.e. I want to provide a specific sequences of number but this sequences varies from recipient to recipient. How do I take the base template and create a form which varies this info or can I do it from the template?
Ok so the step missing is that you are using a "role" in the CSV header when none exists because you are not using a Template rather just creating an envelope. So here is what I suggest....
1) Go to Templates and choose New, Create Template.
2) Add a document to the Template, same basic file you are uploading in the envelope
3) Add Recipient but only define the "Role" as "User".
4) Add a text tag and define the Data Label as Plan.
5) Save
6) Use this new Template by selecting "Use a Template"
7) Upload the CSV file under Import Bulk
8) Should verify the fields and no errors with a popup.
9) Send it to yourself or a test email account. You should see the "Plan" field filled out based on what was in the CSV file.
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